If users recreate the same folder structure each time a new project starts or a new sales opportunity is discovered, folder templates make the process easier with the Advanced Folder Copy feature. In just a few clicks, Advanced Folder Copy lets users copy an entire folder hierarchy, including sample files, to another destination within Egnyte.
How To
Create a Template
First, set up the basic folder structure that can reused as a template. This folder can have the desired sub-folders and sample files (for example, budget template or project plan templates) already populated within the folders.
It is recommended to include Template in the name to avoid having another user accidentally make changes to the structure.
Apply a Template
- When it's time to create a new project, click the box for the top-level template folder in the Web UI and select Move or Copy from the menu.
- Select Copy, and choose the target folder. Click on the Advanced copy properties dropdown located in the footer of the dialog.
- From here, the user can choose the desired settings:
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Folder name: Enter the new folder name, as needed
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Description: Add a description for the folder
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Permissions: Users can choose to keep source folder permissions, apply destination folder permissions, or setup new permissions after copying
If the user chooses the third option Setup new permission after copying, they will be redirected to the target location to set up new permissions after they click on the Copy button.
The following permissions pop-up will appear and the users can set up the folder permissions as needed. -
- Options: Users can choose to keep the source folder options or apply destination folder options (default selection).
- Click on Copy after making the desired selections.
To understand the difference between inherited permissions and non-inherited permissions, this article will help make the best choice for the business needs.
Additional Details
Consider the following points when using Advanced Folder Copy:
- Advanced Folder Copy is only available when copying an individual parent folder.
- Any files within the folder will also be copied. This is useful if users want to include base files in a template structure (for example, an empty budget sheet).
- A folder description can only be set if users have Full or Owner permissions to the destination folder.
- Similarly, the option to reset permissions is only available if users have Owner permissions to the destination folder.